Tulsa Wealth Advisors, INC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Tulsa Wealth Advisors, INC reported 150 stock positions worth $570.4 million. Its top holding was Invesco S&P 500 Quality ETF (SPHQ) at 9.9% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 9.9%) and Ishrs US E F R A ETF-Usd (DYNF, 8.2%). Compared with Q4 2025, it opened 67 new positions, sold out of 27, added to 3 and reduced 80. The biggest buy was a new position in Invesco S&P 500 Quality ETF (SPHQ) and the biggest sale Apple (AAPL, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- TULSA, OK
- CIK
- 0002114442
- Portfolio Value
- $570.4M (Q1 2026)
- SEC Filing
- 0001765380-26-000204 ↗ filed May 11, 2026
Holdings Value
Holdings 150 stocks · $570.4M
| SPHQ Invesco S&P 500 Quality ETF | 9.92% | 752,841 | $56.6M | New |
| ITOT iShares Core S&P Total U.S. | 9.86% | 394,861 | $56.2M | New |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 8.20% | 804,300 | $46.8M | New |
| AVLV Avantis US Large Cap Value | 5.77% | 408,289 | $32.9M | New |
| XLG Invesco S&P 500 Top 50 ETF | 4.41% | 460,984 | $25.1M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.26% | 55,628 | $24.3M | New |
| IEF iShares 7-10 Year Treasury B | 4.17% | 249,260 | $23.8M | New |
| HEFA Isha Curr Hedged MSCI Eafe | 3.18% | 427,085 | $18.1M | New |
| AVGO Broadcom Inc. | 2.55% | 47,032 | $14.6M | Reduce -30.3% |
| AAPL Apple Inc. | 2.39% | 53,699 | $13.6M | Reduce -37.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.32% | 20,312 | $13.2M | New |
| JPM JPMorgan Chase & Co. | 2.22% | 43,051 | $12.7M | Reduce -24.7% |
| WMT Walmart Inc. | 2.01% | 92,325 | $11.5M | Reduce -35.6% |
| MSFT Microsoft Corp. | 1.99% | 30,624 | $11.3M | Reduce -30.3% |
| ETN Eaton Corp. PLC | 1.60% | 25,578 | $9.1M | New |
| MSI Motorola Solutions Inc. | 1.59% | 20,902 | $9.1M | Reduce -23.7% |
| MPC Marathon Petroleum Corp. | 1.46% | 34,166 | $8.3M | Reduce -24.8% |
| MOAT Vaneck Morningstar Wide Moat | 1.12% | 66,093 | $6.4M | New |
| ADI Analog Devices Inc. | 1.08% | 19,345 | $6.2M | Reduce -29.4% |
| JNJ Johnson & Johnson | 1.06% | 24,663 | $6.0M | Reduce -28.0% |
| HD Home Depot Inc. | 1.06% | 18,317 | $6.0M | Reduce -23.5% |
| CME Cme Group Inc. | 1.04% | 20,052 | $5.9M | Reduce -26.2% |
| CB Chubb Ltd. | 0.96% | 16,731 | $5.5M | New |
| JCI Johnson Controls Internation | 0.89% | 38,753 | $5.1M | New |
| GOOGL Alphabet Inc. Class A | 0.85% | 16,959 | $4.9M | Reduce -36.5% |
| DRI Darden Restaurants Inc. | 0.82% | 23,949 | $4.7M | Reduce -19.9% |
| DIVO Amplify CWP Enhan Divid ETF | 0.76% | 96,066 | $4.3M | New |
| APD Air Products & Chemicals Inc. | 0.75% | 14,747 | $4.3M | Reduce -21.8% |
| INCM Franklin Income Focus ETF | 0.71% | 141,044 | $4.1M | New |
| ABBV Abbvie Inc. | 0.69% | 18,161 | $3.9M | Reduce -28.3% |
| O Realty Income Corp. | 0.68% | 63,287 | $3.9M | New |
| USTB Victoryshares Short-Term Bon | 0.66% | 74,639 | $3.8M | New |
| AMZN Amazon.com Inc. | 0.66% | 17,954 | $3.7M | Reduce -35.2% |
| VZ Verizon Communications Inc. | 0.64% | 72,213 | $3.6M | Reduce -23.5% |
| NEE Nextera Energy Inc. | 0.56% | 34,156 | $3.2M | Reduce -28.1% |
| V Visa Inc. Class A | 0.56% | 10,477 | $3.2M | Reduce -34.1% |
| UNP Union Pacific Corp. | 0.55% | 12,877 | $3.1M | Reduce -21.9% |
| CMI Cummins Inc. | 0.54% | 5,673 | $3.1M | Reduce -28.3% |
| TT Trane Technologies PLC | 0.51% | 7,026 | $2.9M | New |
| PTL Inspire 500 ETF | 0.48% | 10,902 | $2.7M | New |
| META Meta Platforms Inc. Class A | 0.47% | 4,683 | $2.7M | Reduce -37.1% |
| ETR Entergy Corp. | 0.41% | 20,927 | $2.4M | Reduce -19.8% |
| NOBL Proshares S&P 500 Dividend A | 0.39% | 20,884 | $2.2M | New |
| CMCSA Comcast Corp. Class A | 0.38% | 74,918 | $2.2M | Reduce -20.0% |
| BBY Best Buy Co. Inc. | 0.38% | 33,409 | $2.1M | Reduce -21.6% |
| FV First Trust DW Focus 5 Fund | 0.36% | 34,427 | $2.1M | New |
| MDT Medtronic PLC | 0.36% | 23,944 | $2.1M | New |
| WFC Wells Fargo & Co. | 0.36% | 25,944 | $2.1M | Reduce -27.2% |
| UNH Unitedhealth Group Inc. | 0.33% | 7,042 | $1.9M | Reduce -36.3% |
| FIS Fidelity National Info Serv | 0.33% | 40,195 | $1.9M | Reduce -7.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 10,888 | $1.7M | Reduce -33.9% |
| NVDA Nvidia Corp. | 0.28% | 9,214 | $1.6M | Reduce -72.7% |
| AMD Advanced Micro Devices | 0.28% | 7,855 | $1.6M | Reduce -35.0% |
| IVW iShares S&P 500 Growth ETF | 0.26% | 13,182 | $1.5M | New |
| XLI SS Industrial Select Sector | 0.25% | 8,902 | $1.4M | New |
| WWJD Inspire International ETF | 0.24% | 36,979 | $1.4M | New |
| OKE Oneok Inc. | 0.23% | 14,508 | $1.3M | Reduce -84.9% |
| ALL Allstate Corp. | 0.22% | 6,156 | $1.3M | Reduce -34.1% |
| LLY Eli Lilly & Co. | 0.22% | 1,374 | $1.3M | Reduce -0.6% |
| BIBL Inspire 100 ETF | 0.21% | 25,565 | $1.2M | New |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 8,110 | $1.2M | Reduce -36.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.20% | 12,896 | $1.2M | New |
| MRK Merck & Co. Inc. | 0.20% | 9,510 | $1.1M | Reduce -34.5% |
| GEV GE Vernova Inc. | 0.20% | 1,280 | $1.1M | Reduce -39.2% |
| NXPI NXP Semiconductors NV | 0.19% | 5,412 | $1.1M | New |
| ZTS Zoetis Inc. | 0.18% | 8,526 | $1.0M | New |
| CRM Salesforce Inc. | 0.17% | 5,175 | $966K | Reduce -26.7% |
| EVTR Eaton Vance Total Return | 0.17% | 19,017 | $965K | New |
| SPGI S&P Global Inc. | 0.17% | 2,258 | $960K | Reduce -28.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 1,662 | $959K | New |
| XOM Exxon Mobil Corp. | 0.17% | 5,597 | $950K | Reduce -37.9% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 7,088 | $881K | New |
| FANG Diamondback Energy Inc. | 0.15% | 4,428 | $876K | Reduce -31.6% |
| COP Conocophillips | 0.15% | 6,593 | $870K | Reduce -81.0% |
| CVX Chevron Corp. | 0.15% | 4,116 | $852K | Reduce -35.4% |
| STE Steris PLC | 0.14% | 3,584 | $793K | New |
| PEG Public Service Enterprise GP | 0.14% | 9,676 | $783K | Reduce -31.0% |
| ELCV Eventide High Dividend ETF filed as STRATEGY SHS | 0.14% | 26,999 | $783K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,594 | $764K | Reduce -26.0% |
| IBD Inspire Corporate Bond ETF | 0.13% | 31,933 | $762K | New |
| IEMG iShares Core MSCI Emerging | 0.13% | 10,528 | $734K | New |
| TPLC Timothy PLN US LRG/Mid Cap | 0.13% | 15,770 | $732K | New |
| IQV Iqvia Holdings Inc. | 0.12% | 4,087 | $697K | Reduce -29.8% |
| AGG iShares Core U.S. Aggregate | 0.11% | 6,603 | $655K | New |
| RJDI RJ Eagle GCM Div S Inc. ETF | 0.11% | 23,809 | $636K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 2,599 | $630K | Reduce -42.4% |
| CEG Constellation Energy | 0.11% | 2,193 | $612K | Add +84.8% |
| EW Edwards Lifesciences Corp. | 0.10% | 7,459 | $597K | Reduce -20.9% |
| FLMI Franklin Dynamic Municipal B | 0.10% | 24,038 | $596K | New |
| LOW Lowe's Cos Inc. | 0.10% | 2,454 | $580K | Reduce -11.3% |
| PSX Phillips 66 | 0.10% | 3,044 | $555K | Reduce -84.3% |
| BLES Inspire Global Hope ETF | 0.10% | 12,441 | $552K | New |
| COST Costco Wholesale Corp. | 0.10% | 550 | $548K | Reduce -13.5% |
| CAT Caterpillar Inc. | 0.10% | 772 | $547K | Reduce -51.1% |
| GLD SPDR Gold Shares | 0.10% | 1,266 | $545K | New |
| ATO Atmos Energy Corp. | 0.09% | 2,863 | $529K | Reduce -36.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 1,615 | $518K | New |
| EFA iShares MSCI Eafe ETF | 0.09% | 5,295 | $514K | New |
| TSLA Tesla Inc. | 0.09% | 1,371 | $510K | Reduce -67.7% |
| WMB Williams Cos Inc. | 0.09% | 7,002 | $510K | Reduce -69.5% |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -37.0% | 2.39% | −5.32 |
| AVGO Broadcom Inc. | Reduce -30.3% | 2.55% | −5.22 |
| MSFT Microsoft Corp. | Reduce -30.3% | 1.99% | −5.07 |
| JPM JPMorgan Chase & Co. | Reduce -24.7% | 2.22% | −3.91 |
| WMT Walmart Inc. | Reduce -35.6% | 2.01% | −3.30 |
| OKE Oneok Inc. | Reduce -84.9% | 0.23% | −2.11 |
| GOOGL Alphabet Inc. Class A | Reduce -36.5% | 0.85% | −1.92 |
| MSI Motorola Solutions Inc. | Reduce -23.7% | 1.59% | −1.90 |
| NVDA Nvidia Corp. | Reduce -72.7% | 0.28% | −1.81 |
| HD Home Depot Inc. | Reduce -23.5% | 1.06% | −1.68 |
| AMZN Amazon.com Inc. | Reduce -35.2% | 0.66% | −1.47 |
| CME Cme Group Inc. | Reduce -26.2% | 1.04% | −1.43 |
| ADI Analog Devices Inc. | Reduce -29.4% | 1.08% | −1.39 |
| JNJ Johnson & Johnson | Reduce -28.0% | 1.06% | −1.30 |
| V Visa Inc. Class A | Reduce -34.1% | 0.56% | −1.30 |
| ABBV Abbvie Inc. | Reduce -28.3% | 0.69% | −1.23 |
| META Meta Platforms Inc. Class A | Reduce -37.1% | 0.47% | −1.16 |
| DRI Darden Restaurants Inc. | Reduce -19.9% | 0.82% | −1.00 |
| MPC Marathon Petroleum Corp. | Reduce -24.8% | 1.46% | −0.99 |
| COP Conocophillips | Reduce -81.0% | 0.15% | −0.92 |
| UNH Unitedhealth Group Inc. | Reduce -36.3% | 0.33% | −0.88 |
| CMI Cummins Inc. | Reduce -28.3% | 0.54% | −0.81 |
| APD Air Products & Chemicals Inc. | Reduce -21.8% | 0.75% | −0.80 |
| WFC Wells Fargo & Co. | Reduce -27.2% | 0.36% | −0.74 |
| PSX Phillips 66 | Reduce -84.3% | 0.10% | −0.73 |
| UNP Union Pacific Corp. | Reduce -21.9% | 0.55% | −0.72 |
| NEE Nextera Energy Inc. | Reduce -28.1% | 0.56% | −0.71 |
| VZ Verizon Communications Inc. | Reduce -23.5% | 0.64% | −0.64 |
| FIS Fidelity National Info Serv | Reduce -7.9% | 0.33% | −0.63 |
| AMD Advanced Micro Devices | Reduce -35.0% | 0.28% | −0.58 |
| BBY Best Buy Co. Inc. | Reduce -21.6% | 0.38% | −0.57 |
| CMCSA Comcast Corp. Class A | Reduce -20.0% | 0.38% | −0.55 |
| PLTR Palantir Technologies Inc. Class A | Reduce -36.9% | 0.21% | −0.55 |
| TSLA Tesla Inc. | Reduce -67.7% | 0.09% | −0.55 |
| TJX TJX Companies Inc. | Reduce -33.9% | 0.30% | −0.54 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.50 |
| CRM Salesforce Inc. | Reduce -26.7% | 0.17% | −0.45 |
| GOOG Alphabet Inc. Class C | Reduce -78.6% | 0.05% | −0.43 |
| ALL Allstate Corp. | Reduce -34.1% | 0.22% | −0.42 |
| ETR Entergy Corp. | Reduce -19.8% | 0.41% | −0.39 |
| SPGI S&P Global Inc. | Reduce -28.0% | 0.17% | −0.38 |
| WMB Williams Cos Inc. | Reduce -69.5% | 0.09% | −0.37 |
| IBM Intl Business Machines Corp. | Reduce -42.4% | 0.11% | −0.33 |
| IQV Iqvia Holdings Inc. | Reduce -29.8% | 0.12% | −0.31 |
| MRK Merck & Co. Inc. | Reduce -34.5% | 0.20% | −0.31 |
| OGS One Gas Inc. | Reduce -73.1% | 0.05% | −0.29 |
| LLY Eli Lilly & Co. | Reduce -0.6% | 0.22% | −0.27 |
| GEV GE Vernova Inc. | Reduce -39.2% | 0.20% | −0.26 |
| PEG Public Service Enterprise GP | Reduce -31.0% | 0.14% | −0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -26.0% | 0.13% | −0.23 |
Portfolio Buys Q4 2025 → Q1 2026
| SPHQ Invesco S&P 500 Quality ETF | New | 9.92% | +9.92 |
| ITOT iShares Core S&P Total U.S. | New | 9.86% | +9.86 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 8.20% | +8.20 |
| AVLV Avantis US Large Cap Value | New | 5.77% | +5.77 |
| XLG Invesco S&P 500 Top 50 ETF | New | 4.41% | +4.41 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 4.26% | +4.26 |
| IEF iShares 7-10 Year Treasury B | New | 4.17% | +4.17 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 3.18% | +3.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 2.32% | +2.32 |
| ETN Eaton Corp. PLC | New | 1.60% | +1.60 |
| MOAT Vaneck Morningstar Wide Moat | New | 1.12% | +1.12 |
| CB Chubb Ltd. | New | 0.96% | +0.96 |
| JCI Johnson Controls Internation | New | 0.89% | +0.89 |
| DIVO Amplify CWP Enhan Divid ETF | New | 0.76% | +0.76 |
| INCM Franklin Income Focus ETF | New | 0.71% | +0.71 |
| O Realty Income Corp. | New | 0.68% | +0.68 |
| USTB Victoryshares Short-Term Bon | New | 0.66% | +0.66 |
| TT Trane Technologies PLC | New | 0.51% | +0.51 |
| PTL Inspire 500 ETF | New | 0.48% | +0.48 |
| NOBL Proshares S&P 500 Dividend A | New | 0.39% | +0.39 |
| FV First Trust DW Focus 5 Fund | New | 0.36% | +0.36 |
| MDT Medtronic PLC | New | 0.36% | +0.36 |
| IVW iShares S&P 500 Growth ETF | New | 0.26% | +0.26 |
| XLI SS Industrial Select Sector | New | 0.25% | +0.25 |
| WWJD Inspire International ETF | New | 0.24% | +0.24 |
| BIBL Inspire 100 ETF | New | 0.21% | +0.21 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.20% | +0.20 |
| NXPI NXP Semiconductors NV | New | 0.19% | +0.19 |
| ZTS Zoetis Inc. | New | 0.18% | +0.18 |
| EVTR Eaton Vance Total Return | New | 0.17% | +0.17 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.17% | +0.17 |
| IJR iShares Core S&P Small-Cap E | New | 0.15% | +0.15 |
| STE Steris PLC | New | 0.14% | +0.14 |
| ELCV Eventide High Dividend ETF | New | 0.14% | +0.14 |
| IBD Inspire Corporate Bond ETF | New | 0.13% | +0.13 |
| IEMG iShares Core MSCI Emerging | New | 0.13% | +0.13 |
| TPLC Timothy PLN US LRG/Mid Cap | New | 0.13% | +0.13 |
| AGG iShares Core U.S. Aggregate | New | 0.11% | +0.11 |
| RJDI RJ Eagle GCM Div S Inc. ETF | New | 0.11% | +0.11 |
| FLMI Franklin Dynamic Municipal B | New | 0.10% | +0.10 |
| BLES Inspire Global Hope ETF | New | 0.10% | +0.10 |
| GLD SPDR Gold Shares | New | 0.10% | +0.10 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.09% | +0.09 |
| EFA iShares MSCI Eafe ETF | New | 0.09% | +0.09 |
| OUNZ Vaneck Merk Gold ETF | New | 0.09% | +0.09 |
| RSP Invesco S&P 500 Equal Weight | New | 0.09% | +0.09 |
| QYLD Global X Nasd 100 Cov Call | New | 0.08% | +0.08 |
| ICSH iShares Ultra Short Duration | New | 0.08% | +0.08 |
| IVE iShares S&P 500 Value ETF | New | 0.08% | +0.08 |
| QQQX Nuveen Nasdaq 100 DYN Overwr | New | 0.07% | +0.07 |